Protection

Protection news from Financial Advisers & Paraplanners - Royal London: Protection CPD hub - A guide to wills, trusts and guardianship

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. Here you’ll find protection research, webinars and guides - all divided into bite sized chunks, so it’s easy to build up those valuable CPD hours. One of the modules you might be interested in is our guide to wills, trusts and guardianship. more...

Protection news for Financial Advisers and Paraplanners - Old Mutual Wealth: Protection Cover Continuation

If you take out a joint life policy that pays out when the first person becomes ill or dies, the policy will end when you receive the pay-out. This will leave the second person covered by the policy without any cover for the future. But does the pay-out mean they are financially secure for life? more...

Protection news for Financial Advisers and Paraplanners - Old Mutual Wealth: The benefits of power of attorney

A serious accident or an illness that requires a lengthy stay in hospital, even in intensive care, can have long lasting physical and financial effects, including an emotional impact on your client and their family. more...

Protection news for Financial Advisers & Paraplanners - When the Wheel of Life lands on a heart attack…

Nobody can predict if or when a heart attack might strike. But what’s most important to know is that if it does happen, the protection your client bought is going to pay out when they need it most. more...

Protection news for Financial Advisers & Paraplanners - Royal London: The importance of protecting a property portfolio - case study

Landlords - like any other business owner - need to make provision should the very worst happen, to protect their families and their lifestyle. more...

Protection webinar for Financial Advisers & Paraplanners - Aviva: Discover how significant our relevant life insurance is

Like other relevant life insurance products, ours provides a tax efficient death-in-service benefit for business owners and key employees. more...

Protection news from Financial Advisers & Paraplanners - Royal London: Promote the value of your advice

When it comes to talking to your clients about protection, we know you can typically run into some obstacles along the way. One of the common objections you might come up against is that your clients think it’s easier and cheaper to go online and do it themselves. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Protection CPD hub - The importance of business protection

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. more...

Protection News for Financial Adviser and Paraplanners - Royal London: Three new opportunities in the protection market – they’re not what you think!

What’s the news in protection? On the surface you could be forgiven for thinking there isn’t anything new, that protection is still generally being overlooked and undervalued. more...

Protection News for Financial Adviser and Paraplanners - Aviva Relevant Life: The difference is still significant

Relevant Life Insurance could be an important financial planning solution for small businesses. It’s a tax efficient way of providing a death-in-service benefit and doesn’t contribute to the policyholder’s pension lifetime allowance. more...

Protection news for Financial Advisers & Paraplanners - Royal London: Cancer cover where it matters

Critical illness definitions to cover early forms of cancer. Cancer is the single biggest critical illness risk we all face. Cancer Research UK estimates that one in two people in the UK born after 1960 will be diagnosed with cancer during their lifetime*. more...

Protection news for Financial Advisers and Paraplanners - Guardian: Future-proofing protection

The dynamics of life have changed significantly in the last 20 years. Individuals’ lives no longer step sensibly along the traditional timeline in which babies come after house purchases and marriages last forever. And quite frankly, protection hasn’t really caught up. Until now. more...

Protection update for Financial Advisers and Paraplanners - Defaqto has launched a new critical illness cover comparison tool

Defaqto has launched its critical illness cover comparison tool, CIC Compare. A new module in Engage, Defaqto’s end-to-end financial planning solution, it is an easy to use tool that helps advisers compare new and historical critical illness policies in under five minutes on a whole of market basis, including white labels and direct products. more...

Protection news for Financial Advisers & Paraplanners - Royal London: We’ve improved your online dashboard

We’ve introduced some new features to our online journey so you can see where your applications are in the process. more...

Protection news for Financial Advisers and Paraplanners - Guardian’s Katya Maclean promoted to Chief Operating Officer

Protection challenger, Guardian, has promoted Katya MacLean, previously Proposition Director, to the role of Chief Operating Officer. more...

Protection News for Financial Adviser and Paraplanners - Old Mutual Wealth: Children’s critical illness cover

Probably one of the greatest worries for a parent is that their child may become seriously ill. At such a stressful time, the last thing you need is the additional worry of financial problems. more...

Protection news for Financial Advisers & Paraplanners - The 'Dos and 'don'ts' of debt - talk - Royal London

“Blue Monday” is the third Monday of January, so-called because it is meant to be the most depressing day of the year. This is due to a combination of factors – but one of these factors is post-Christmas debt levels – they tend to be higher than at other times of year. more...

Protection news for Financial Advisers & Paraplanners - Old Mutual Wealth Critical Illness cover

The more comprehensive the critical illness cover, the more difficult it is to explain. That’s why we’ve put together this short video infographic to help you explain to your client, in less than two minutes, what we include as standard in our critical illness cover. more...

Protection news for Financial Advisers & Paraplanners - Old Mutual Wealth: Protecting your clients

Resolve to provide comprehensive protection that supports your clients before, during and after a claim. Over the festive period, many lucky people will have been given presents that are precious to them. Insuring these items seems like a no brainer, but how much and what kind is a difficult decision, particularly as insurance policies tend to have a lot of options and it can be challenging to run through reams of “what if” situations. more...

Protection news for Financial Advisers and Paraplanners - Defaqto: Positive indicators for income protection insurance

Ben Heffer discusses income protection insurance, and how advisers view this protection product. more...

Protection Partner webcast for Financial Advisers & Paraplanners - Webcast - Adviser Business Accelerator: Helping you to win more protection clients. Faster

86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Income Protection when it matters most

Protecting against injury or illness should be right at the top of a client’s list when it comes to protection. But despite it covering the biggest risk, income protection still isn’t bought as often as life cover or critical illness cover. more...

Protection news for advisers and paraplanners - Royal London: New online service features to support you

We’re committed to making it even easier to do business with us. That’s why we’ve introduced some new features to our online service: more...

Protection Partner webcast for Financial Advisers & Paraplanners - Webcast - Adviser Business Accelerator: Helping you to win more protection clients. Fast

86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource. Find out how we can help you to win more protection clients. Faster. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Thank you to all advisers who voted to give us a five star service rating in this year’s Financial Adviser Service Awards. Our fifth year in a row!

Thank you to all advisers who voted to give us a five star service rating in this year’s Financial Adviser Service Awards. Our fifth year in a row! more...

Protection news for Financial Advisers and Paraplanners - Defaqto: Protection service review 2018

With many providers offering similar products, service is now often one of the key differentiators for advisers when researching and selecting a product. As part of Defaqto’s service satisfaction survey, advisers ranked ‘underwriting services and ‘new business processing’ the most important aspect of service. more...

Protection news for Financial Advisers and Paraplanners - Guardian - Best New Product 2018

We recently won Best New Product at the Cover Excellence Awards 2018. We’re delighted to win this so early into our journey as it reinforces our belief that the market is ready for a provider to do things differently. more...

Protection news for Financial Advisers and Paraplanners - UnderwriteMe: Becoming an e-Protection adviser

The 2014 Fidelity Advisor Insights study (updated in 2016 ) suggested that advisers who embraced technology were significantly more successful than their more traditional competitors. On average, these “e-advisers” had 40% more funds under management and 74% of those surveyed believed their use of technology had helped them grow their business. more...

Protection news for Financial Advisers and Paraplanners - Guardian: Life protection your clients’ can grow into

Most life cover policies are pretty basic. But at Guardian we want to make sure our customers’ cover keeps pace with their lives. So, we give you more ways to adapt your clients’ policies to their changing needs. And we’ve made it easy too. more...

Protection news for Financial Advisers and Paraplanners - Guardian financial services pays first claim

Guardian Financial Services has paid out its first claim less than two months after its full launch to the intermediary market. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Protection for your clients’ biggest risks

Being off work because of an illness or injury is one of the biggest risks your clients face. And it could have a devastating impact on their lives. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Death benefits: our top five frequently asked questions

We’re often asked about death benefits and thought we’d share our top 5 most frequently asked questions. more...

Protection event for Financial Advisers and Paraplanners - UnderwriteMe: Protection Reimagined

Whether it’s new adviser systems or the introduction of AI and Robo Advice, technology is clearly impacting the industry and changing how we work and communicate. But are you making the most of these changes? more...

Protection news for Financial advisers and Paraplanners - Royal London: Protecting clients against their biggest risks

It could be argued that traditionally a go-to protection policy would include life cover with a bit of critical illness cover – after all these are the products most people are familiar with. more...

Protection news for Financial advisers and Paraplannerso - UnderwriteMe: Don't tell my mum...

For a brief but intense period as a teenager, I was a smoker*. This was, despite the boyish looks of my profile picture, in the days when you could still smoke indoors and, crucially for a young, single man, it was verging on compulsory to do so when in a pub. more...

Protection news for Financial Advisers and Paraplanners - UnderwriteMe: Challenging customer perceptions

I had an interesting lunch with a couple of mortgage industry experts this week. I’m going to allow them to remain nameless here, but I’ll happily break this self imposed anonymity clause if anyone wants to ask me privately. more...

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